Senior Wealth Advisor

Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisorsfor remote opportunities available to candidateslocatedin the Houston, Texasarea!With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors' lives. As a Wealth Advisor within Vanguard 'sPersonal Wealthdivision, you will develop tailored strategies that will help our ultra-high net Worth clients achieve their unique financial goals. You will provideadvice usingongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Wealth Advisors onboard clients and manage a book of business that can include high-profile, and influential individuals and families. By communicating Vanguard ’s investment philosophy and making recommendations that consider client suitability, risk tolerance,appropriate saving and spendingstrategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investmentmethodology. Wealth Advisors work in a collaborative team environment, partnering with internal resources to se